Institutional Ownership Invesco ETF Tr Ii Pfd ETF (PGX)
This table provides information about the institutional ownership of Invesco ETF Tr Ii Pfd ETF (PGX). We have compiled data on the 504 institutions that hold shares in the stock, with a total of 196 Million shares, which have been reported (via 13F filing form) to have a value of $2.19 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
435,220
shares
|
$4.86 Million
1.15% of portfolio
|
Q1 2024
New holding
|
|
|
Plimoth Trust CO LLC
|
Apr 21, 2025 Q1 2025 |
427,010
shares
|
$4.77 Million
1.27% of portfolio
|
Q1 2025
Reduced 3.53%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
420,120
shares
|
$4.69 Million
0.0% of portfolio
|
Q1 2025
Added 181.62%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
411,582
shares
|
$4.6 Million
0.01% of portfolio
|
Q1 2025
Added 5.54%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
399,728
shares
|
$4.46 Million
0.06% of portfolio
|
Q1 2025
Added 1.17%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
398,596
shares
|
$4.45 Million
0.01% of portfolio
|
Q1 2025
Reduced 19.85%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
396,645
shares
|
$4.43 Million
0.06% of portfolio
|
Q1 2025
Reduced 22.99%
|
|
|
Field & Main Bank
|
Apr 23, 2025 Q1 2025 |
394,423
shares
|
$4.41 Million
1.59% of portfolio
|
Q1 2025
Added 7.85%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
384,558
shares
|
$4.3 Million
0.01% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
376,110
shares
|
$4.2 Million
0.15% of portfolio
|
Q1 2025
Reduced 6.22%
|
|
|
Golden Green, Inc.
|
Oct 31, 2023 Q3 2023 |
306,874
shares
|
$3.43 Million
3.54% of portfolio
|
Q3 2023
Added 2.69%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
May 14, 2025 Q1 2025 |
283,644
shares
|
$3.17 Million
0.12% of portfolio
|
Q1 2025
Reduced 17.45%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
268,392
shares
|
$3 Million
0.01% of portfolio
|
Q1 2025
Reduced 29.58%
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
257,400
shares
|
$2.88 Million
0.1% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
First Premier Bank
|
Jul 11, 2025 Q2 2025 |
255,975
shares
|
$2.86 Million
0.69% of portfolio
|
Q2 2025
Reduced 3.28%
|
|
|
Boothe Investment Group, Inc.
Dover, DE |
Apr 17, 2025 Q1 2025 |
249,835
shares
|
$2.79 Million
1.46% of portfolio
|
Q1 2025
Added 12.33%
|
|
|
Baker Avenue Asset Management, LP
|
May 08, 2025 Q1 2025 |
249,332
shares
|
$2.79 Million
0.09% of portfolio
|
Q1 2025
Reduced 39.57%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
248,495
shares
|
$2.78 Million
0.35% of portfolio
|
Q1 2025
Added 179.01%
|
|
|
Charles Schwab Trust CO
|
Jul 16, 2025 Q2 2025 |
244,667
shares
|
$2.73 Million
0.21% of portfolio
|
Q2 2025
Added 116.06%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
241,109
shares
|
$2.69 Million
1.42% of portfolio
|
Q4 2024
Reduced 9.18%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
227,445
shares
|
$2.54 Million
0.01% of portfolio
|
Q1 2025
Reduced 49.95%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
224,673
shares
|
$2.51 Million
0.04% of portfolio
|
Q1 2025
Added 8.61%
|
|
|
First Hawaiian Bank
|
Jul 03, 2025 Q2 2025 |
222,207
shares
|
$2.48 Million
0.34% of portfolio
|
Q2 2025
Reduced 1.42%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
210,610
shares
|
$2.35 Million
0.06% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Kg&L Capital Management,Llc
|
Jul 16, 2025 Q2 2025 |
205,191
shares
|
$2.29 Million
0.69% of portfolio
|
Q2 2025
Reduced 2.64%
|